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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,552 | $93,617-59.9% | $135,982-72.4% | $75,177-50.0% |
| Participation rate | 43.6% | 75.2%-31.6pp | 81.9%-38.3pp | 67.2%-23.6pp |
| Annual return | 14.50% | 30.89%-16.4pp | 68.32%-53.8pp | 160.75%-146.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,301 | $6,406-64.1% | $7,760-70.3% | $4,126-44.2% |
| Admin fee / account holder | $67 | $6,980-99.0% | $10,767-99.4% | $5,651-98.8% |